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Once you create a switch record, add site(s) using the switch associated with that switch record. This switch-site association helps you keep track of switches for a given site. When a site no longer uses a particular switch, you can disassociate the site from the switch record.

Adding Site Association

Site(s) using a particular switch can be added to a switch record from within the Switches Menu.

1.    Click the Switches menu.

2.    In the Navigation pane, click Switches.

3.    Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.    Once the list populates, double-click the record to open the General – Switch window.

5.    Within the Show ribbon group, click the Sites button. The window displays two panes of information; the top pane displays the sites associated to the switch. The lower pane displays a list of all the sites within your database, the following read-only information is available for each site:

·         Site Name – displays the name of the site, this is the lowest level of the site tree.

·         Site Path – displays the complete path to the site. Each level is separated by a >.

·         Site Level – displays the site level name or number.

·         Site Code – displays the three-digit alphanumeric site code.

! You can search for an organization within the Search Organization pane by typing in the name or portion of the name within the Search text box, and then click the magnifying glass. Any record with the search characteristics displays within the pane.

6.    To add a site to the switch, find the site within the list, and double-click the record, the site name now displays within the upper pane.

! Be aware that sites do not inherit the associations of their parents. You must associate each level to the account. For example, if you associate a parent and want all the children associated you must associate all children site as well.

7.    Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the switch or click Save & Close (to save and exit) return to the Switches list.

Deleting a Site

1.    Click the Switches menu.

2.    In the Navigation pane, click Switches.

3.    Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.    Once the list populates, double-click the record to open the General – Switch window.

5.    Within the Show ribbon group, click the Sites button.

6.    Within the top pane, right site on the site name to access a pop-up menu, from the menu select Delete.

7.    Once you click Delete, a message box displays verifying that you really want to delete the site. Click Yes within the box to continue or No to cancel the operation.

Once selected, cairs.net draws a line through the site; allowing you to delete multiple items at once.

8.    If you do not want to delete the site, right-click the record to access a pop-up menu and from the pop-up, click Undelete.

9.    Once you select Undelete, a message box displays verifying that you really want to keep the site. Click Yes within the box to continue or No to cancel the operation.

10.  Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the switch or click Save & Close (to save and exit) return to the Switches list.

 

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